Business Questionnaire

Financial Solutions for small businesses

Instructions:

1) Complete this entire questionnaire so we may create a proposal for service.
(109 questions – mostly Yes/No)

2) After completion, an IEFS member will contact you to schedule a meeting.

3) The purpose of the meeting is to clarify certain aspects of your business, your goals, and your pain points so we can refine our proposal to meet your needs.

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